ASUSTeK

3Q 2017 Investor Conference

 Disclaimer
ASUSTeK’s presentation contains forward-looking
statements subject to significant risks and
uncertainties. Actual results may differ materially from
those contained in the forward-looking statements.

The forward-looking statements in this release reflect

the current belief of ASUS as of the date of this
release, we undertake no obligation to update these
forward-looking statements for new information,
future events, or otherwise.

Confidential
 Agenda

• 3Q 2017 Financial Result

• Business Highlights
• Strategy & Outlook
•Q&A

Confidential
3Q 2017 Financial Result
 3Q 2017 Brand I/S
(unaudited brand consolidated financials)

in NT$ Mn 2017 3Q 2017 2Q QoQ 2016 3Q YoY

Net Revenue 104,203 86,546 20% 107,507 -3%
COGS (89,240) (76,549) 17% (92,535) -4%
Gross Profit 14,963 9,997 50% 14,972 0%
Operating Expenses (11,969) (8,252) 45% (10,695) 12%
Operating Income 2,994 1,746 72% 4,277 -30%
Non-OP Items 4,134 718 476% 3,327 24%
Pre-Tax Income 7,128 2,463 189% 7,604 -6%
Tax (1,291) (453) 185% (1,626) -21%
Net Income 5,837 2,010 190% 5,979 -2%

EPS 7.9 2.7 8.0

Gross Margin % 14.4% 11.6% 13.9%

Operating Margin % 2.9% 2.0% 4.0%

Confidential
 3Q 2017 Non-OP Items
(unaudited brand consolidated financials)

Non-OP Items 2017 3Q 2017 2Q QoQ 2016 3Q YoY

Interest Income (net) 190 265 -28% 163 17%
Investment Income 148 10 1340% 161 -8%
Ask ey (293) (166) -77% (52) -459%
Others 441 176 151% 214 107%
Exchange Gain/(Loss) 773 509 52% 55 1296%
Dividend Income 2,794 5 56350% 2,821 -1%
Other Income (net) 228 (72) 418% 127 79%
Total Non-OP items 4,134 718 476% 3,327 24%

Confidential
 3Q 2017 Brand B/S
in NT$ Mn Sep 30, 2017 Jun 30, 2017 QoQ Sep 30, 2016 YoY
Cash & equivalents 52,873 65,250 -19% 64,810 -18%
Accounts receivable 79,660 70,361 13% 73,253 9%
Inventories 84,314 88,813 -5% 74,965 12%
Current Assets 223,684 231,496 -3% 220,243 2%
Long-term investments 76,455 80,795 79,449
Fixed assets 9,472 9,240 8,177
Total Assets 323,461 335,191 -3% 322,522 0%
Accounts payable 53,746 56,298 -5% 52,683 2%
Current Liabilities 138,649 151,262 -8% 136,608 1%
Total Liabilities 148,749 161,355 -8% 145,551 2%
Paid-in capital 7,428 7,428 7,428
Stockholders' equity 174,711 173,835 1% 176,970 -1%

Avg. Days of Inventory 89 102 77

Avg. Days of AR 66 75 61
Avg. Days of AP 60 71 50
Avg. CCC Days 94 106 88
Confidential
Business Highlights
 Product Mix

3Q 2017 3Q 2016

IOT IOT
3% 3%
Component Component
19% 15%

PC PC
Mobile 63% Mobile 65%
15% 17%

Confidential
 Region Mix

3Q 2017 3Q 2016

Americas Americas
23% 21%
EURP EURP
35% 35%

ASIA ASIA
42% 44%

Confidential
 4Q 2017 Business Outlook

• PC QoQ +5% ~ +10%

• Mobile QoQ +5% ~ +10%

• Component QoQ -10% ~ -20%

Confidential
Strategy & Outlook
創新迎戰 變中求勝
Evolution ‧ Revolution
PC Robotics

AI
(Big Data)

Gaming Mobile
 ID Roadmap Product Roadmap
Technology Roadmap (CMF Roadmap) Marketing Roadmap
3 years 3 years 1 years

Reinforce Value Stream

Q1 % %

Q2 % %

Q3 % %
UX370
 ROG
ASUS Gaming
ROG Strix

Component Accessory
 Russia
France
China Japan
Italy Taiwan
India Philippines

Indonesia
Brazil
Gbit LTE / Wifi Dual Camera 5000mAh
Dual Camera 5X light sensitivity Dual Camera
ASUSTeK
3Q 2017 Investor Conference